For the details of Columbia Adaptive Retirement 2020 Fund's stock buys and sells, go to https://www.gurufocus.com/guru/columbia+adaptive+retirement+2020+fund/current-portfolio/portfolio
These are the top 5 holdings of Columbia Adaptive Retirement 2020 Fund- iShares U.S. Real Estate ETF (IYR) - 1,153 shares, 43.27% of the total portfolio. Shares added by 42.17%
- iShares TIPS Bond ETF (TIP) - 652 shares, 30.51% of the total portfolio. Shares added by 2.52%
- iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) - 367 shares, 14.80% of the total portfolio. Shares added by 1.38%
- Vanguard Mortgage-Backed Securities ETF (VMBS) - 584 shares, 11.41% of the total portfolio. Shares reduced by 22.44%
Columbia Funds Series Trust I added to a holding in iShares U.S. Real Estate ETF by 42.17%. The purchase prices were between $101.02 and $109.83, with an estimated average price of $105.06. The stock is now traded at around $112.410000. The impact to a portfolio due to this purchase was 12.83%. The holding were 1,153 shares as of 2021-09-30.
Reduced: Vanguard Mortgage-Backed Securities ETF (VMBS)Columbia Funds Series Trust I reduced to a holding in Vanguard Mortgage-Backed Securities ETF by 22.44%. The sale prices were between $53.05 and $53.44, with an estimated average price of $53.25. The stock is now traded at around $52.800000. The impact to a portfolio due to this sale was -0.46%. Columbia Funds Series Trust I still held 584 shares as of 2021-09-30.
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